IP
DGRO icon

Investment Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Investment Partners’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Sell
15,682
-1,606
-9% -$115K 0.39% 62
2025
Q4 		$1.2M Sell
17,288
-5,044
-23% -$347K 0.42% 57
2025
Q3 		$1.52M Buy
22,332
+28
+0.1% +$1.85K 0.54% 56
2025
Q2 		$1.43M Buy
22,304
+43
+0.2% +$2.62K 0.54% 52
2025
Q1 		$1.38M Sell
22,261
-2,848
-11% -$178K 0.57% 52
2024
Q4 		$1.54M Buy
25,109
+32
+0.1% +$2.02K 0.63% 48
2024
Q3 		$1.57M Buy
25,077
+6,895
+38% +$416K 0.65% 47
2024
Q2 		$1.05M Sell
18,182
-34
-0.2% -$1.94K 0.47% 56
2024
Q1 		$1.06M Buy
18,216
+27
+0.1% +$1.5K 0.48% 55
2023
Q4 		$979K Buy
18,189
+74
+0.4% +$3.75K 0.48% 55
2023
Q3 		$897K Hold
18,115
– – 0.47% 60
2023
Q2 		$933K Buy
18,115
+25
+0.1% +$1.26K 0.49% 59
2023
Q1 		$904K Buy
18,090
+30
+0.2% +$1.51K 0.47% 61
2022
Q4 		$903K Sell
18,060
-3,011
-14% -$148K 0.48% 64
2022
Q3 		$937K Buy
21,071
+3,080
+17% +$152K 0.28% 91
2022
Q2 		$857K Buy
17,991
+24
+0.1% +$1.21K 0.42% 63
2022
Q1 		$960K Buy
17,967
+23
+0.1% +$1.23K 0.41% 63
2021
Q4 		$997K Hold
17,944
– – 0.41% 57
2021
Q3 		$902K Hold
17,944
– – 0.41% 54
2021
Q2 		$904K Hold
17,944
– – 0.41% 58
2021
Q1 		$866K Hold
17,944
– – 0.42% 58
2020
Q4 		$804K Hold
17,944
– – 0.43% 58
2020
Q3 		$714K Buy
17,944
+300
+2% +$11.9K 0.43% 59
2020
Q2 		$663K Hold
17,644
– – 0.39% 62
2020
Q1 		$575K Hold
17,644
– – 0.41% 61
2019
Q4 		$742K Buy
17,644
+3,592
+26% +$145K 0.5% 56
2019
Q3 		$550K Hold
14,052
– – 0.4% 66
2019
Q2 		$537K Buy
14,052
+8,062
+135% +$302K 0.39% 69
2019
Q1 		$220K Buy
+5,990
New +$213K 0.16% 133

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Investment Partners's DGRO Position: Q1 2026 in Review

Investment Partners reduced its iShares Core Dividend Growth ETF (DGRO) stake by 9.3% in Q1 2026, selling an estimated $115K and leaving 15,682 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #62.

Investment Partners first reported a position in DGRO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.57M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

  • Investment Partners held 15,682 shares of iShares Core Dividend Growth ETF worth $1.1M as of Q1 2026.
  • Investment Partners sold 1,606 iShares Core Dividend Growth ETF shares in Q1 2026, an estimated $115K.
  • iShares Core Dividend Growth ETF made up 0.39% of Investment Partners's portfolio in Q1 2026, its #62 holding.
  • Investment Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Investment Partners's iShares Core Dividend Growth ETF position peaked at $1.57M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.